401(k) · DOL Form 5500 · 2024

United Way of Siouxland 401(k) Ps 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
24th
Percentile by assets National rank
$136,560
Avg per participant Near avg balance/head
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Official DOL plan name: United Way of Siouxland 401(k) P/S · Sponsored by United Way of Siouxland 401(k) Ps · Iowa · Other Services

$1M in assets, 8 participants

United Way of Siouxland 401(k) Ps's United Way of Siouxland 401(k) P/S reported $1M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 24th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,714 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, United Way of Siouxland 401(k) P/S ranks #3,714 of 7,719 2024 filers by assets (1837% of the sector average)-$1M for 8 participants.

#3,714
in Other Services (7,719 peers)
+14.9%
assets growth YoY

United Way of Siouxland 401(k) P/S among the smaller filed plans by assets

United Way of Siouxland 401(k) P/S vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,092,480 24th percentile higher than 24% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

United Way of Siouxland 401(k) P/S among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Way of Siouxland 401(k) P/S is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Way of Siouxland 401(k) P/S end-of-year assets rose from $950K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • United Way of Siouxland 401(k) P/S reported net income fell from $154K in the plan year 2023 filing to $142K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 420680395 · United Way of Siouxland 401(k) Ps PY 2024 · 401(k)

United Way of Siouxland 401(k) P/S · $1M · 8 · 24th

  • EIN $1M
  • RANK 8
  • PHOTO 24th
  • IND 401(k)
  • EOY near United Service Works, Inc. Simple 401(k) Plan
  • 5500 ind #3714

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Iowa →

United Way of Siouxland 401(k) P/S in the asset neighbourhood

United Way of Siouxland 401(k) P/SUnited Way of Siouxland 401(…$1MUnited Service Works, Inc. Simple 401(k) PlanUnited Service Works, Inc. S…$1MThe Junction Convenience Store Company 401(k) PlanThe Junction Convenience Sto…$1MUnity Automotive Inc. 401(k) PlanUnity Automotive Inc. 401(k)…$1MCognitive Niche, Inc. 401(k) PlanCognitive Niche, Inc. 401(k)…$1M
End-of-year total assets ($M) among United Way of Siouxland 401(k) P/S and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$950K
Net Assets (End of Year)$1M
Net Income$142K
Employer EIN420680395
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Way of Siouxland 401(k) Ps)

Sponsor-wide plan assets over time

All United Way of Siouxland 401(k) Ps plans reported in each filing year

Latest sponsor-wide plan assets
$1M 37.16644715448175% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.8M $1.09M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 6 $796K
2023 1 8 $950K
2024 1 8 $1M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

United Way of Siouxland 401(k) P/S vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants United Way of Siouxland 401(k) P/S, Total assets ($B): 0.00109248 · Participants: 8United Way of Siouxland 401(k) P/SThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
United Way of Siouxland 401(k) P/S vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare United Way of Siouxland 401(k) P/S side-by-side with 3 peers →

United Way of Siouxland 401(k) P/S's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is United Service Works, Inc. Simple 401(k) Plan in CA ($1M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did United Way of Siouxland 401(k) P/S assets move in 2024? ▼
United Way of Siouxland 401(k) P/S grew at a solid clip - up 14.9% during 2024, from $950K to $1M. Reported net income was $142K.
How have United Way of Siouxland 401(k) Ps plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Way of Siouxland 401(k) Ps's sponsor-wide assets grew 37.2%, from $796K to $1M.
Where does United Way of Siouxland 401(k) P/S rank by assets among Form 5500 filers? ▼
United Way of Siouxland 401(k) P/S ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to United Way of Siouxland 401(k) P/S? ▼
Among 401(k) plans in other states, the closest by assets is United Service Works, Inc. Simple 401(k) Plan in CA ($1M, 19 participants).
Which 401(k) plans cover a similar participant headcount to United Way of Siouxland 401(k) P/S? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420680395.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.